Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides a broad range of sales, marketing, technical and operations support to the RSVPs, advisors and PPGAs. Focuses on sustaining and enhancing relationships with field distribution. Uses knowledge of Lafayette Life products, services and systems to provide both electronic delivery and field training to support the growth in company premium. While reporting to the Manager of Internal Wholesalers & Marketing Operations, this position must work effectively with the RSVPs and all home office personnel to build or enhance relationships with key distributors.
Function
Business Development & Sales
ID
2022-18858
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.
Function
Insurance Operations
ID
2022-18752
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision, and provides limited consultation to plan sponsor or agent only when approved by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18699
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18698
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team – Product Illustration, Training and Ideation and Regional Sales VP’s to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA’s and IMO’s. Provides a broad range of sales and marketing support to PPGA’s and IMO’s. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services, illustrations and systems to provide both electronic delivery and field training to support PPGA’s and IMO’s.
Function
Business Development & Sales
ID
2022-18420
Subsidiary
Western & Southern Financial Group

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